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As an individual investor, you can diversify your portfolio to include a variety of market caps, sectors and strategies. WHY INVEST IN MUTUAL FUNDS? Here are some of the bene 4ts they o er: § Professional management When you invest in a mutual fund, your money is managed by full-time professionals. 6) Money Market Account: the rate is 0.10%. The only way you won’t be able to purchase Admiral shares is if you open a new investment account with Chase. They research and select Chase Funds Chase is a company that sells mutual funds with $79M in assets under management. PART A. Pros and Cons for Each Product 1) Mutual Funds: Pro: A potential higher rate of return over a CD or money market. When I went into the branch I let them know that I will be managing my account myself. Asset allocation/diversification does not guarantee a profit or protect against a loss. Self-Directed Investing has a $0 account minimum, making any amount of money you’ve saved enough to start investing. You Invest by J.P. Morgan is one of the only brokers with $0 commissions on all mutual funds, along with $0 minimums for some accounts and premium portfolio tools. 2) Variable or Fixed Annuities: Con: Fees are charged for owning a mutual fund and there is a risk, degree of which depending on the fund invested. Here are the tiers for the bonus: Get $200 for accounts funded with $25,000–$99,999; Get $350 for accounts funded with $100,000–$249,000 New money is defined as funds not transferred to You Invest from other Chase accounts or Chase affiliate accounts. The oldest fund launched was in 1997. With J.P. Morgan Automated Investing, Chase customers can also have their money invested for them for an annual advisory fee of 0.35% per year ($500 minimum). Customers must open and fund a new You Invest Trade account with new money of $25,000 or more in cash or securities from a non-Chase or non-J.P. Morgan account and cannot be funds or securities held by Chase or its affiliates. The average manager tenure for all managers at Chase is 7.92 years. Past performance is not a guarantee of future results. Funds aren’t flexible: A mutual fund has to stick to its mandate. They were very accepting with this and kindly asked if they could pitch me their active management offering anyway which lasted all of a few minutes. These minimums are combined — if the broker allows you to fund an account with $1,000, you can then invest that money in a mutual fund with a minimum of $1,000. All investment vehicles are offered, from stocks, ETFs, mutual funds, and bonds. J.P. Morgan Self-Directed provides everything an investor would require to invest in the stock market. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Read Chase Private Client review. Investing in ETFs can deliver the benefits of mutual funds without the added cost of active management, while offering the liquidity you’d get from investing in individual stocks. 100.00% of all the mutual funds are no load funds. Advantages . Chase is offering bonuses for funding a You Invest account with new money. More than 100 million Americans use mutual funds to invest for their long-term goals. The average expense ratio from all mutual funds is 1.23%. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency … If it’s a large cap fund, it can’t invest in small cap stocks… a value fund won’t buy a momentum/growth stock… etc.

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